Decarbonization Plus Acquisition Corporation III: "I don't like these [special purpose acquisition companies]. It's time for them to stop. Ford is involved with one that we had last week, and I like that, but I'm not going to just sit here and recommend the SPACs anymore. It just hurts too many people, and people should stop filing them."
Macy's: "I like Macy's very much, but it's not a high flyer. It's just that [CEO] Jeff Gennette is just doing a very, very good job. He's doing actually a phenomenal job and if we get anywhere near the immunization we should have, that stock goes to $30. I just feel like it's had a nice move, but it's not over."
Noodles & Company: "I know it's been around. Maybe it's making a comeback, but it's been two steps forward, two steps back. I'm not going there."
Chewy: "It has fallen out of favor, Chewy. It has fallen out of favor as people realize, you know what, Amazon is just not going to let them do anymore. I happen to think they offer specialized treatment, and it's a good stock. I'm not going to back away from Chewy."
ChargePoint: It's out of favor. We did a piece recently about how we had to be very careful. Again, the SPACs, the EVs, these are companies that have hurt too many people. You can own it strictly as a speculation, nothing else."
Caterpillar: "For the investment club, we're not interested in Caterpillar here. We're Nucor, and I think Nucor is a better way to be able to, if you want to invest in infrastructure, it's going to be Nucor. That's the one you want to be in. I like Caterpillar, though."
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